A Quick Look at Today's Ratings for Etsy Inc(ETSY.US), With a Forecast Between $55 to $83
Today, major Wall Street analysts updated their ratings for Etsy Inc (ETSY.US), with price targets ranging from $55 to $83. Morgan Stanley and Evercore maintained 'hold' ratings, adjusting their target prices to $60 and $56 respectively. Stifel also maintained a 'hold' rating, adjusting its target to $55, while Truist Financial set a 'buy' rating with an $83 target price.
Barclays Upgrades Etsy (ETSY) to Overweight, Raises Price Target
Barclays has upgraded Etsy (ETSY) from Equal-Weight to Overweight, simultaneously increasing its price target from $62.00 to $72.00, reflecting a 16.13% increase and a more optimistic outlook. This upgrade comes despite several recent downward revisions by other analysts. Etsy, a leading e-commerce marketplace for vintage and craft goods, boasts $12.5 billion in 2024 gross merchandise volume and connects 95 million buyers with 8 million sellers.
Stifel lowers Etsy stock price target to $55 on Depop sale
Stifel has lowered its price target for Etsy (NASDAQ:ETSY) to $55 from $62, maintaining a Hold rating, due to the pending sale of Depop. The firm notes that while fourth-quarter results were mixed, the Depop sale is expected to improve EBITDA margins, allowing Etsy to focus on its core product. Despite recent headwinds, Etsy maintains a strong gross profit margin of 71.64%, and analysts indicate the stock is currently undervalued.
Canaccord Genuity cuts Etsy stock price target on Q4 results
Canaccord Genuity has reduced its price target for Etsy (NASDAQ: ETSY) to $72 from $80, while maintaining a Buy rating, following the company's Q4 results. Despite the lowered price target, InvestingPro analysis indicates that Etsy is undervalued at its current trading price of $48.14, which is down 26% over the past six months. The report highlights Etsy's impressive 72% gross profit margin, $678 million in free cash flow, and positive outlook for its core marketplace.
ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
Etsy (ETSY) reported strong fourth-quarter 2025 results, with earnings and revenues surpassing Zacks Consensus Estimates. Despite beating revenue expectations by 0.2% and EPS by 4.55%, the company's EPS declined 10.68% year over year. The growth was primarily driven by robust on-site advertising performance across Etsy and Depop, though operating expenses increased, leading to a decline in adjusted EBITDA.
Etsy Bolstered by Sale of Depop and Upgraded Ratings
Etsy Inc. saw its stock rise by 6.01% following strong quarterly earnings and strategic moves. The company's decision to sell Depop for $1.2 billion to eBay allows it to refocus on core offerings, a move that resonated positively with investors and led to Barclays upgrading its stock rating. This strategic pivot, coupled with robust Q4 performance, strengthens Etsy's position in the dynamic e-commerce market.
The Craft of Survival: Can Etsy’s 2026 Turnaround Strategy Reclaim Its Creative Crown?
Etsy Inc. is at a critical juncture in 2026, attempting a high-stakes pivot under new leadership to reclaim its identity as the premier destination for unique, human-made goods after a post-pandemic "growth hangover." The company is focusing on core marketplace improvements, AI-driven personalization like "Gift Mode," and international expansion, while facing intense competition from Amazon Handmade and ultra-cheap retailers like Temu and Shein. Despite significant stock volatility and ongoing challenges like "Enshittification" and increased regulatory burdens, Etsy aims to leverage growing consumer demand for authentic, conscious consumption to drive future growth.
ETSY Q4 Deep Dive: Core Marketplace Refocus and Early AI Gains Amid Buyer Headwinds
Etsy's Q4 CY2025 results saw revenue meet Wall Street expectations, while adjusted EPS slightly missed. Despite soft buyer activity, the company's profitability exceeded estimates due to operational improvements, a refocus on its core marketplace, and early gains from AI and personalized marketing. Etsy plans to reinvest proceeds from the Depop sale into product innovation and marketing to drive sustainable long-term growth.
Etsy (ETSY) Jumps 9% on Depop Sale, Earnings Blowout
Etsy's stock jumped 9.28% after the company announced it would sell its secondhand clothing app, Depop, to eBay for $1.2 billion. This sale, combined with strong fourth-quarter and full-year 2025 revenues, helped investors overlook a reported 46.3% drop in net income for the previous year. The proceeds from the sale are intended for corporate purposes, a share buyback program, and core marketplace investments.
Pre-market +15.13%: Etsy, Inc. (3E2.F XETRA) 20 Feb 2026: €45 target in focus
Etsy, Inc. (3E2.F XETRA) saw its stock surge 15.13% pre-market to €42.81 following a positive earnings update and stronger seller metrics, placing the €45 target in focus. Meyka AI rates 3E2.F with a B grade (HOLD suggestion), projecting a quarterly price of €45.83 but a 12-month target of €36.56. Traders are advised to watch for volume confirmation above €45.00 to validate the breakout, while being mindful of risks like macro slowdowns and valuation compression.
eBay buys Depop from Etsy for more than $1 billion - Bizwomen
eBay has acquired Depop from Etsy for $1.2 billion in cash, aiming to boost its fashion sales and attract a younger demographic. Depop, an online secondhand clothing marketplace, generated nearly $1 billion in merchandise sales last year, with most users under 34. This acquisition aligns with eBay's strategy to expand its recommerce presence, capitalize on the growing circular fashion market, and leverage AI to enhance customer experience.
Etsy Reports Earnings Beat Despite Revenue Miss on Portfolio Restructuring
Etsy reported Q4 2025 earnings per share of $0.92, surpassing analyst estimates, despite revenue of $881.6 million slightly missing expectations. The company's net income declined, but adjusted EBITDA remained strong, and it agreed to sell Depop to eBay for $1.2 billion as part of a portfolio restructuring. This strategic move aims to refocus on its core marketplace, supported by product enhancements and stock repurchases, positioning Etsy for future efficiency and buyer engagement.
Etsy, Inc. Reports Fourth Quarter and Full Year 2025 Results
Etsy, Inc. reported its financial results for Q4 and full year 2025, with revenue of $881.6 million (up 6.6% year-over-year ex-Reverb) and full-year revenue of $2.88 billion (up 2.7%). The company saw GMS grow slightly on the Etsy marketplace and significant growth in Depop, while also announcing the sale of Depop to eBay. Management expressed confidence in future growth and provided Q1 2026 guidance.
Etsy agrees $1.2B Depop sale to eBay as marketplace returns to growth
Etsy reported its Q4 and full-year 2025 results, including consolidated GMS of $3.59 billion and revenue of $881.6 million for Q4. The company announced a definitive agreement to sell Depop to eBay for $1.2 billion in cash, with the transaction expected to close in Q2 2026. Etsy provided Q1 2026 guidance for continuing operations, expecting GMS between $2.38 billion and $2.43 billion and an Adjusted EBITDA margin of approximately 28-30%.
Why Did Etsy Stock Jump 20% Pre-Market Today?
Etsy Inc. (ETSY) stock jumped over 20% in premarket trading after recording modest revenue gains in Q4 2025. The company's Q4 revenue rose 6.6% YoY to $881.6 million, and gross merchandise sales reached $3.59 billion, despite missing analyst estimates for both revenue and EPS. Etsy also announced the sale of its Depop marketplace to eBay for $1.2 billion and reported increased advertising activity and buyer engagement.
Etsy: Q4 Earnings Snapshot
Etsy Inc. reported strong fourth-quarter results, with net income of $110.7 million and diluted earnings per share of 92 cents, surpassing analyst expectations of 88 cents. The company also exceeded revenue forecasts, achieving $881.6 million against an expected $881.5 million. For the full year, Etsy reported a profit of $163 million and total revenue of $2.88 billion.
Etsy shares surge on Depop sale announcement as Q4 earnings come in mixed
Etsy's shares surged over 11% after announcing the sale of its fashion resale app, Depop, to eBay for approximately $1.2 billion in cash. This news overshadowed mixed fourth-quarter earnings, where the company exceeded EPS estimates but slightly missed revenue expectations. The transaction is anticipated to conclude in Q2 2026, with Depop's results to be reported as discontinued operations starting in Q1 2026.
Etsy Inc (NYSE:ETSY) Receives Average Rating of "Hold" from Analysts
Etsy Inc (NYSE:ETSY) has received an average recommendation of "Hold" from five analysts surveyed by MarketBeat, with four rating it as hold and one as strong-buy. Recent analyst activity shows a general trend of downgrades to "hold" from various firms. The company's stock opened at $44.31, has a market capitalization of $4.37 billion, and operates several online marketplaces including Etsy.com, Reverb, Depop, and Elo7.
Etsy Divests Depop to Refocus on Core Marketplace
Etsy has agreed to sell its U.K. subsidiary Depop, a mobile-first C2C fashion resale marketplace, to eBay for approximately $1.2 billion in cash. This strategic divestment allows Etsy to concentrate on its core marketplace, including share repurchases and growth investments, while strengthening eBay's position in recommerce and youth fashion. Regulatory clearances are pending, with the deal expected to close in the second quarter of 2026.
eBay Acquires Fashion Marketplace Depop From Etsy In $1.2B Deal
eBay is acquiring the fashion marketplace Depop from Etsy in a deal valued at approximately $1.2 billion, expected to close in Q2 2026. This acquisition aims to enhance eBay's consumer-to-consumer (C2C) fashion initiatives and attract younger Gen Z shoppers in the UK and US markets. Etsy stated the sale will allow them to focus on the growth of their core marketplace, shedding a venture that was previously led by ex-CEO Josh Silverman.
Etsy to Sell Depop to eBay for $1.2 Billion in Cash, Closing Targeted Q2 2026
Etsy has announced a Sale and Purchase Agreement to sell Depop to eBay for approximately $1.2 billion in cash, with the deal expected to close in the second quarter of 2026. The agreement is contingent on antitrust approvals and customary closing conditions, and includes potential termination fees payable by eBay. This transaction is intended to help Etsy refocus its portfolio and realize value from Depop.
Etsy (NYSE: ETSY) agrees $1.2B Depop sale to eBay, refocusing on core
Etsy has announced the sale of its subsidiary Depop Limited to eBay Inc. for approximately $1.2 billion in cash. This strategic move allows Etsy to refocus on its core marketplace, while eBay aims to strengthen its consumer-to-consumer fashion segment and attract a younger demographic. The transaction is expected to close in the second quarter of 2026, pending antitrust approvals and other conditions, with Etsy planning to use the proceeds for general corporate purposes, share repurchases, and investments in its primary platform.
What To Expect From Etsy's (ETSY) Q4 Earnings
Etsy (ETSY) is set to report its Q4 earnings on Thursday. Analysts anticipate a 3.8% year-on-year revenue growth to $884.4 million and adjusted earnings of $1.36 per share. The company has a history of consistently exceeding revenue estimates, although consumer internet stocks, including Etsy, have seen recent struggles with share prices declining.
BofA Lowers its Price Target on Etsy, Inc. (ETSY) to $63 and Maintains a Neutral Rating
BofA global research lowered its price target on Etsy, Inc. (ETSY) to $63 from $73, maintaining a Neutral rating ahead of the company's earnings report. This adjustment reflects multiple compressions in the e-commerce sector, although BofA remains optimistic about Etsy’s growth trajectory. Other analysts, including Stifel and Cantor Fitzgerald, have also reduced their price targets, citing broader e-commerce trends and macro concerns, while noting potential improvements in the global internet sector due to AI.
BofA Lowers its Price Target on Etsy, Inc. (ETSY) to $63 and Maintains a Neutral Rating
BofA has lowered its price target for Etsy, Inc. (ETSY) to $63 from $73, maintaining a Neutral rating, citing recent multiple compressions in the e-commerce sector. This decision comes ahead of Etsy's earnings report scheduled for February 19, 2026. Other analysts, including Stifel and Cantor Fitzgerald, have also recently reduced their price targets on Etsy due to factors like potential pricing pressure and lingering macro concerns.
12 Best Consumer Stocks to Buy According to Wall Street
This article identifies 12 top consumer stocks favored by Wall Street analysts. It highlights Etsy, Inc. (NYSE:ETSY) due to its potential upside despite recent price target reductions from major firms reflecting e-commerce multiple compressions. Analysts remain constructive on Etsy's growth trajectory and see improving outlook for global internet stocks in 2026 as AI adoption supports revenue growth and returns on capital expenditures.
3 Low-Volatility Stocks We Find Risky
This article identifies three low-volatility stocks—Etsy (ETSY), GameStop (GME), and Greenbrier (GBX)—that StockStory considers risky despite their perceived stability. It highlights concerns such as plateauing market opportunities for Etsy, GameStop's declining brick-and-mortar sales and meme-stock volatility, and Greenbrier's soft demand and low margins. The article advises caution with these stocks and suggests exploring StockStory's recommended high-quality growth stocks instead.
Etsy, Inc. $ETSY Shares Acquired by Public Sector Pension Investment Board
The Public Sector Pension Investment Board increased its stake in Etsy (NASDAQ:ETSY) by 21.2% in Q3, owning 430,824 shares valued at $28.6 million. Etsy's Board also approved a $750 million share buyback, indicating management views the stock as undervalued. Insiders have sold a significant number of shares recently, including CEO Josh Silverman, while analysts generally rate the stock a "Hold" with an average target price of $63.52.
ING Groep NV Lowers Position in Etsy, Inc. $ETSY
ING Groep NV significantly reduced its stake in Etsy, Inc. by 92.1% in the third quarter, selling over 838,000 shares. Despite this, other institutional investors have either acquired new positions or increased their holdings in Etsy. The company recently authorized a $750 million stock buyback plan, and multiple analysts have issued "buy" or "hold" ratings with varying price targets.
Etsy Google AI Shopping Tie Up Sparks Questions On Value And Risks
Etsy has partnered with Google to co-develop the Universal Commerce Protocol, allowing direct purchases from Etsy within Google's AI-powered search tools. This collaboration aims to integrate Etsy's marketplace into emerging AI-driven shopping experiences, raising questions about potential traffic, conversion, and seller adoption. While Etsy appears undervalued and the partnership offers early input into AI shopping standards, investors should monitor its impact on the company's balance sheet given its negative shareholder equity and higher debt levels.
Notable Thursday Option Activity: ETSY, HD, BXP
This article highlights significant options trading activity for Etsy Inc. (ETSY), Home Depot Inc. (HD), and BXP Inc. (BXP) on a recent Thursday. It details the total contract volumes, the approximate number of underlying shares represented, and the percentage of each stock's average daily trading volume. Specific high-volume strike prices and expiration dates for call and put options are also noted for each company.
Analysts Estimate Etsy (ETSY) to Report a Decline in Earnings: What to Look Out for
Analysts expect Etsy (ETSY) to report a year-over-year decline in earnings for the quarter ended December 2025, with revenues projected to increase. The online crafts marketplace is anticipated to post quarterly earnings of $0.88 per share, a 14.6% decrease, on revenues of $881.47 million, up 3.4%. Due to a lower Most Accurate Estimate and a Zacks Rank #4, it's difficult to conclusively predict if Etsy will beat the consensus EPS estimate.
April 2nd Options Now Available For Etsy
New options contracts for Etsy Inc (ETSY) with an April 2nd expiration date are now available for trading. BNK Invest's YieldBoost formula identified a put contract at a $40.00 strike price and a call contract at a $50.00 strike price, both offering potential investment strategies for Etsy shareholders. These options provide opportunities for investors to either acquire shares at a discount or generate additional income through covered calls, based on current stock performance and implied volatility.
Etsy (ETSY) Expected to Announce Quarterly Earnings on Thursday
Etsy (ETSY) is scheduled to announce its Q4 2025 earnings before market open on Thursday, February 19, 2026, with analysts forecasting earnings of $0.87 per share and revenue of $883.8 million. The company's board has approved a $750 million share repurchase program, suggesting management views the stock as undervalued, despite recent insider selling totaling $7.66 million. The stock currently holds a consensus "Hold" rating from analysts with a target price of $63.72.
Etsy Inc | 4: Statement of changes in beneficial ownership of securities-Officer Baker Charles
Etsy's CFO, Charles Baker, executed significant stock transactions on February 1, 2026. He exercised 24,898 shares of Common Stock at no cost through derivative conversions and subsequently sold 11,099 shares for $52.96 each to cover tax obligations, totaling $587,803. Following these actions, Baker directly owns 13,799 shares of Etsy Common Stock.
Etsy Inc (ETSY) Shares Down 3.23% on Feb 9
Shares of Etsy Inc (ETSY) dropped 3.23% in mid-day trading on February 9th, reaching an intraday low of $54.43 before a slight recovery. The stock is 26.88% below its 52-week high and 39.70% above its 52-week low. Analyst forecasts suggest an average target price of $66.28, implying an 18.47% upside, with a consensus "Hold" recommendation from brokerage firms.
Etsy (NYSE:ETSY) Trading Down 4.8% - Here's What Happened
Etsy (NYSE:ETSY) shares dropped 4.8% on Monday, trading as low as $54.43 on significantly reduced volume. Analyst sentiment is mixed, with Citigroup upgrading the stock to a "strong-buy" while other firms maintained or downgraded to "hold" ratings, resulting in an overall "Hold" consensus from MarketBeat. The company, which operates various online marketplaces including Etsy.com, Reverb, and Depop, has a market capitalization of $5.44 billion.
At US$57.82, Is It Time To Put Etsy, Inc. (NYSE:ETSY) On Your Watch List?
Etsy's stock has seen a 12% growth recently, but its current price of US$57.82 places its price-to-earnings ratio at 31.33x, significantly higher than the industry average of 18.37x, suggesting it might be overvalued. Despite this, analysts are optimistic, forecasting a doubling of earnings for Etsy in the coming years. Potential investors should weigh the stock's high valuation against its projected strong future growth.
Principal Financial Group Inc. Cuts Holdings in Etsy, Inc. $ETSY
Principal Financial Group Inc. significantly reduced its stake in Etsy, Inc. by 19.8% in Q3, selling over 117,000 shares. This comes amidst recent insider selling, including major sales by Etsy's CAO and another insider, totaling over $7.6 million. Despite these reductions, Etsy's board approved a $750 million share buyback and analysts hold a consensus "Hold" rating with a $63.72 price target.
Thrivent Financial for Lutherans Boosts Stock Position in Etsy, Inc. $ETSY
Thrivent Financial for Lutherans increased its stake in Etsy, Inc. (NASDAQ:ETSY) by 37.3% in the third quarter, now owning 139,852 shares valued at $9.285 million. Despite this, company insiders have sold a significant amount of shares worth $7.66 million, including sales by CAO Merilee Buckley and insider Josh Silverman. Etsy's board has also authorized a $750 million share repurchase program, indicating confidence in the company's valuation.
Stifel maintains hold on Etsy, Inc. (ETSY), lowers price target amid near-term consumer pressure
Stifel has reiterated its "Hold" rating on Etsy, Inc. (ETSY) but decreased its price target from $70.00 to $65.00. The adjustment reflects ongoing concerns about near-term consumer strength which may impact the company's financial performance. This cautious stance by the research firm indicates a conservative outlook for Etsy's immediate future.
Etsy to Announce Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026
Etsy, Inc. (NYSE: ETSY) will release its fourth quarter and full year 2025 financial results on February 19, 2026, before the market opens. The company will also host a video webcast conference call at 8:30 a.m. Eastern Time on the same day to discuss these results, which will be accessible via its Investor Relations website. A replay of the webcast will be available for at least three months.
Stifel Maintains Hold on Etsy, Inc. (ETSY), Lowers Price Target Amid Near-Term Consumer Pressure
Stifel analyst Mark Kelley lowered the price target for Etsy, Inc. (ETSY) to $62 from $65, maintaining a Hold rating due to potential incremental consumer pricing pressure in 2026, despite healthy overall e-commerce performance in Q4. This updated outlook also follows Etsy's recent leadership transition, with founder Josh Silverman moving to Executive Chair and Kruti Patel Goyal becoming CEO, a shift aimed at strategic continuity and execution.
Stifel Maintains Hold on Etsy, Inc. (ETSY), Lowers Price Target Amid Near-Term Consumer Pressure
Stifel maintained a "Hold" rating on Etsy, Inc. (ETSY) but lowered its price target to $62 from $65 due to potential consumer pricing pressure in 2026, despite healthy overall e-commerce performance in Q4. Etsy's founder, Josh Silverman, is transitioning to Executive Chair, with Kruti Patel Goyal stepping in as CEO. The company, known for its unique goods marketplace, has experienced over 27% average revenue growth in the past five years.
Etsy, Inc. $ETSY Shares Acquired by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly increased its stake in Etsy, Inc. by 1,648.1% during the third quarter, bringing its total ownership to 706,679 shares valued at $46.9 million. Other institutional investors also adjusted their positions in Etsy, and the company recently authorized a $750 million share buyback program. Etsy's stock has seen varied analyst ratings, with an average "Hold" and a target price of $63.72, while insiders have been selling shares over the past three months.
Etsy (ETSY) Is Down 9.1% After Depop Momentum And Buybacks Reshape Its Mobile Marketplace Narrative
Etsy's stock decreased by 9.1% following increased institutional investment by Hussman Strategic Advisors, which doubled its stake due to the growth of Etsy's core marketplace and the Depop resale app, alongside a US$1.20 billion share repurchase program. The article highlights Depop's growing role in Etsy's mobile-first strategy and its contribution to gross merchandise sales but also points out risks such as slower revenue growth, high leverage, negative equity, and a valuation possibly above fair value. Despite these concerns, institutional interest and buybacks suggest a changing investment narrative, though opinions on its fair value widely differ.
12 High Growth E-commerce Stocks To Buy
This article identifies high-growth e-commerce stocks. It highlights Etsy, Inc. (NYSE:ETSY) as one such company, detailing its revenue growth, hedge fund interest, and recent leadership changes. An analyst from Stifel lowered Etsy's price target due to potential consumer pricing pressure in 2026, despite a healthy broader e-commerce market.
Institutional Interest Rises As Depop Growth Refocuses Etsy Valuation Story
A large institutional investor has significantly increased its stake in Etsy, partly due to the growing importance of its fashion resale platform, Depop. Despite Etsy's past share price declines, this move signals renewed confidence in the company's long-term growth drivers. Investors are encouraged to focus on Depop's contribution to gross merchandise sales and Etsy's overall valuation, which Simply Wall St identifies as undervalued.
Etsy, Inc. (ETSY): A Bull Case Theory
This article summarizes a bullish thesis on Etsy, Inc. (ETSY), highlighting strengthening mobile engagement, expanding monetization, and accelerated momentum from Depop. Despite previous bearish concerns about stagnant buyer growth, the company's stock has appreciated, driven by a successful mobile-first pivot and increased take rates. The thesis suggests Etsy is positioned for a strong holiday quarter with potential for upside as macro pressures ease.
Great Lakes Advisors LLC Invests $1.89 Million in Etsy, Inc. $ETSY
Great Lakes Advisors LLC has initiated a new position in Etsy, purchasing 28,455 shares valued at approximately $1.89 million, significantly contributing to the 99.53% institutional ownership of the stock. This comes as Etsy announced a $750 million share buyback and posted strong quarterly earnings, beating analyst expectations. Despite recent insider selling, Wall Street analysts generally hold a "Hold" rating with an average price target of $63.72 for ETSY.
